In our latest webinar, you’ll learn why financial planning is essential to an executive’s financial fitness and discover the key elements of a comprehensive financial plan. You’ll hear real-world examples of how executives have benefited from their financial plans.

Watch the Replay

This presentation is for educational purposes only.

This is not intended to be a solicitation or an offer of any kind.

The presentation was prepared with information gathered from sources that we deem credible and

believe to be accurate.

Financial Fitness Strategies for Credit Union Executives

In our latest webinar, you’ll learn why financial planning is essential to an executive’s financial fitness and discover the key elements of a comprehensive financial plan. You’ll hear real-world examples of how executives have benefited from their financial plans.

Watch the Replay

This presentation is for educational purposes only.

This is not intended to be a solicitation or an offer of any kind.

The presentation was prepared with information gathered from sources that we deem credible and

believe to be accurate.

We Specialize in Credit Union Executives

ACT Advisors has over 18 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457B and collateral assignment split dollar. We believe in the ethics of credit unions and many of our advisor staff has a credit union history.

Low Total Cost Investment Portfolios

Over time, high management fees and expenses in portfolios from costs associated with market transactions can reduce investor returns. We help you get the most out of your investments by building low total cost investment portfolios. Our investment screening process seeks to minimize all costs including management fees, tax drag, and structural inefficiencies.

Fee-Only Financial Planning

ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

A Second Opinion is Always A Good Idea

Evaluate your current investment strategy, or learn about creating a custom investment strategy, with a no obligation portfolio analysis from ACT Advisors.

Meet Our Team

Doug has been in the financial industry for more than 20 years with 18 years as a CERTIFIED FINANCIAL PLANNER™. Doug has an MBA in finance from RIT and has attended executive education classes at MIT and at YALE.
Learn More About Doug

Wes Johnson has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from UNC at Chapel Hill with a B.S. in Business Administration in 1996.
Learn More About Wes

With over 25 years experience as a financial advisor, Tim's objective is to be the financial “family practitioner” for his clients by developing close relationships, and ensuring their long-term financial health.
Learn More About Tim

With over 17 years industry experience across securities, financial planning, and insurance disciplines, Neil maintains a unique set of skills for the management of his clients’ assets.
Learn More About Neil